Jason Fay is a financial advisor at NewEdge Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Mid Atlantic Capital Corporation, Gcsa, and Macro Risk Advisors. Outside of advising, he is involved in limited partnership investments through GCSA Capital. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that includes proprietary solutions and alternative strategies across various asset classes.

Thomas Hofstetter III is a financial advisor at DayMark Wealth Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he serves as treasurer for the Museum of Contemporary Art of Westport and participates on the investment committee for Hartford Seminary. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts with services including asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internal and third-party strategies and offers access to alternative and private securities as part of its investment approach.

Christopher Elias is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lincoln Investment for six years, Bankers Life for one year, and Factset Data Systems, Inc. for over two decades. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Rohan Mathew is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at several financial firms, including Glenmede Trust Company, Goldman Sachs, and JP Morgan. His background also includes roles at Marlette Funding and academic positions at Drexel University and Central High School. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a large client base through a combination of direct advisory and sub-advisory relationships.

Gerard Gruber is a CFP® with 24 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also worked at Hayden Wealth Management and operates a branch location under the name Harbor West. In addition to his advisory role, he is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Cameron Dawson is a CFA® charterholder with six years of industry experience. He currently works at New Edge Wealth and previously held roles at Fieldpoint Private Securities, LLC and Bank of America. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm employs a multi-team structure and integrates technology tools like AI-assisted analytics alongside human review to tailor investment portfolios.

David Tuttle is a CFA® charterholder with 25 years of industry experience. He has been with Crestwood Advisors since 2019 and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for ten years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder, which utilizes automated ETF-based portfolios with periodic advisor engagement.

Kennon Moore is a financial advisor at New Edge Wealth based in Stamford, CT. He holds a Series 65 designation and has entered the industry recently, beginning his advisory career with New Edge in 2025. Prior to joining New Edge Wealth, Moore’s background includes positions in education at various institutions from 2014 to 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics and supervised human review.

Stephen Bliss is a financial advisor at Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining Capitol Securities Management in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and at Raymond James & Associates between 2017 and 2021. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and employs a network of investment adviser representatives who tailor investment policies and manage accounts using a range of financial instruments.

Daniel Morris is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior work includes roles at Westport Capital Markets and Oppenheimer. He is also involved in fixed insurance sales as an Investment Advisor Representative. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Donald Marcontell is a financial advisor at New Edge Wealth with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory work, he is involved in a real estate investment venture based in Westlake, Texas, focusing on residential property acquisitions. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, combining independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Christian Coratti is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. He holds the Series 65 designation and has previously worked at Vise, Bessemer Trust Company, and the University of Florida. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment approach and offers a customizable advisor-facing platform, managing a large scale of client accounts through multiple sub-advisory and affiliate relationships.

Stephanie Van Albert is a CFP® professional with seven years of industry experience. She has worked at Moneco Advisors since 2020 and previously held roles at Shoreline Financial Advisors, the National Institute on Deafness and Other Communication Disorders at NIH, Quinnipiac University, and Maryland National Capital Park & Planning. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs, using a range of investment strategies tailored to client goals and risk tolerances.

Robert Cannon is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Franklin Managed Options Strategies and Fidelity Investments. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process rooted in empirical research and offers a customizable platform alongside managed options overlays.

Stefano Safaei is a financial advisor with Wedbush Securities Inc., holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Wedbush Securities since 2007. Safaei is involved in tax planning services through his role as a partner at SkyArch Capital Advisors, a firm assisting small and mid-size businesses and high-income individuals with tax strategies. Wedbush Securities provides investment advisory and broker-dealer services to a diversified client base, including individual, high-net-worth, and institutional clients. The firm offers a range of services spanning wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Roberto Palladino is a CFA® charterholder with Series 63 and Series 65 licenses and has two years of industry experience. He has worked at Crestwood Advisors since 2023, following roles at Jordan Park Group and Bank of America NA. Crestwood Advisors serves individual, family, foundation, endowment, pension, profit-sharing, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection, offering both discretionary and non-discretionary management alongside a digital investment platform called Pathfinder.

Derrek Metz is a financial advisor with Moneco Advisors, holding a Series 66 designation and over 23 years of industry experience. His prior work includes roles at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Metz is also involved with Moneco Insurance LLC, an affiliated insurance agency. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, using a range of investment strategies and ongoing portfolio monitoring.

Jose Da Cruz is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Merrill. Outside of his advisory work, he is an adjunct professor at the Ancell School of Business at Western Connecticut State University and serves on the mission ministry committee of the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction and offers a range of discretionary and non-discretionary management strategies, including the use of third-party money managers and financial planning services.